• 13F History

Guardian Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$147M
Signature - Title
Joshua Kirby - President
Location
Peoria, IL
Summary
This page shows a list of all the recent 13F filings made by Guardian Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Guardian Wealth Management, Inc. reported 229 stock holdings with total value $147M as of Q4 2024. Top holdings included SCHD, STRL, ANET, APO, and AZO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 229 $147M +$29.3M -$21.8M +$7.5M SCHD, STRL, ANET, APO, AZO 13F-HR 2/14/2025, 11:18 AM
Q3 2024 239 $142M +$7.96M -$7.27M +$695K ANET, LLY, STRL, AZO, ABBV 13F-HR 11/14/2024, 09:34 PM
Q2 2024 240 $131M +$6.23M -$3.35M +$2.88M ANET, LLY, AZO, STRL, APO 13F-HR 8/8/2024, 04:29 PM
Q1 2024 243 $130M +$5.62M -$6.32M -$702K ANET, LLY, AZO, ABBV, STRL 13F-HR 5/14/2024, 11:50 AM
Q4 2023 255 $118M +$6.12M -$4.7M +$1.42M ANET, AZO, ESGR, LLY, ABBV 13F-HR 2/14/2024, 03:26 PM
Q3 2023 235 $107M +$3.37M -$2.9M +$474K ANET, AZO, ABBV, ESGR, APO 13F-HR 10/31/2023, 05:46 PM
Q2 2023 249 $110M +$7.52M -$4.57M +$2.95M AZO, ANET, ESGR, ABBV, STR 13F-HR 8/14/2023, 02:24 PM
Q1 2023 243 $104M +$5.6M -$3.48M +$2.12M AZO, ANET, ABBV, ESGR, LKQ 13F-HR 5/9/2023, 04:26 PM
Q4 2022 252 $102M +$14.1M -$3.47M +$10.6M AZO, ABBV, ESGR, STR, ANET 13F-HR 2/10/2023, 01:42 PM
Q3 2022 221 $88.3M +$2.23M -$511K +$1.72M AZO, ABBV, ANET, CBOE, ABT 13F-HR 11/14/2022, 03:34 PM
Q2 2022 209 $92.9M +$9.02M -$623K +$8.39M ABBV, AZO, ABT, BAMXXXX, CBOE 13F-HR 8/15/2022, 09:03 AM
Q1 2022 221 $101M +$7.81M -$3.75M +$4.06M ABBV, AZO, BAMXXXX, ABT, ANET 13F-HR 5/13/2022, 12:40 PM
Q4 2021 214 $104M ABT, BAMXXXX, KKR, AZO, ABBV 13F-HR 2/14/2022, 05:17 PM